The Latest

  • John Michel, CEO, most recently served as the President of Bloomberg Wealth, a wholly owned subsidiary of Bloomberg L.P. In this role he led the introduction of BloombergBlack which had one of the fastest launches in the industry, capturing over $1.5 billion in assets in less than six months and proving that investors will pay an incremental $100 a month for a value added wealth management service delivered primarily through technology.  Throughout his 25 years as both an intrapreneur and entrepreneur, Michel has played an instrumental role in the conceptualization and launch of game-changing financial services products across a diverse array of channels.\nDuring his 13 years at Merrill Lynch, Michel spearheaded numerous transformative initiatives for the firm including the development of the Financial Advisor Center and Merrill Lynch Direct that today are known as Merrill Edge. Michel identified the growing opportunity to service clients directly and created the industry’s first full service direct-to-consumer platform, garnering a base of over 300,000 customers. Additionally, Michel was instrumental in the formation of the Roth IRA and Medical Savings Accounts. During his time at Merrill, he played an active role in the original messaging and promotion to Washington legislators.\nFollowing Merrill Lynch, Michel built and eventually sold Bullrun Financial, Inc., a financial services and technology company that delivered portfolio measurement services to wealth advisories.\nOver the course of his career, Michel has been featured in a variety of notable press outlets including CNBC, Fox News, The Wall Street Journal and Investment News. In 1988 he was awarded the ‘Entrepreneur of the Year’ award by the Small Business Council of Pittsburgh for his work at Carnegie Mellon regarding a new, innovative way to deliver financial services products. Michel earned an MBA from Carnegie Mellon University after serving as a captain in the U.S. Army. He is a graduate of the United States Military Academy at West Point.\n 

    May 9
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  • John Hickman is head of the firm’s Health Benefits Practice, where he leads several attorneys devoted exclusively to health care reform issues under the Affordable Care Act, HIPAA privacy, health savings accounts (HSAs) and consumer-directed health care, flexible benefit plans and related health benefit issues.  Mr. Hickman has worked closely with health plans, financial institutions and employers, as well as the IRS, Treasury and DOL, in addressing health benefit issues. \nMr. Hickman has been inducted into the American College of Employee Benefits Counsel and is listed in The Best Lawyers in America (Woodward\/White) and Who's Who Legal.  Mr. Hickman has lectured widely and published articles on health care reform, ERISA and cafeteria plan issues.  He is co-author of the following health benefit treatises: Cafeteria Plans Manual, Health Care Reform, HIPAA Portability and Privacy and Consumer-Driven Health Care (published by Thomson\/Reuters\/EBIA).  Mr. Hickman is head of the Technical Advisory Committee and is on the board of the Employers Council on Flexible Compensation (ECFC).  Mr. Hickman is also an adjunct professor of law at Emory University School of Law.  

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  • John Anderson is the head of practice managed solutions at the SEI Advisor Network.

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  • John Crable is Senior Vice President of Corporate Synergies. He specializes in reducing cost through plan design study, claim analysis, creative funding and diligent negotiations.

    May 9
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  • Which funds that already reached their target year have had the best five-year returns?

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  • President, Western Region Employee Benefits, EPIC\nAs the President, Western Region Employee Benefits at EPIC, John is responsible for the leadership and driving the overall success of the Employee Benefits team throughout California.\nPrior to joining EPIC, John was with Jenkins Insurance and The Leavitt Group for 26 years. He was appointed President of Employee Benefits in 1995. Previously, John was a Senior Benefits Consultant with Rollins Burdick Hunter (currently known as AON Consulting). John’s area of expertise is in Employee Benefits Consulting to the middle-market employer. John also held the role of sales consultant with Canada Life Assurance Company.\nJohn holds a Bachelor of Science degree in Business Administration and an MBA in Finance from St. Mary’s College in Moraga, California.

    May 9
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